FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 354 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,154,214 | -14.5% | 214,949 | -13.7% | 0.38% | -10.6% |
| Q2 2023 | $11,869,847 | +1.3% | 249,000 | +1.8% | 0.43% | +9.5% |
| Q1 2023 | $11,712,186 | +22.4% | 244,666 | +21.2% | 0.39% | +13.7% |
| Q4 2022 | $9,566,822 | +4.2% | 201,789 | +4.1% | 0.34% | -2.3% |
| Q3 2022 | $9,181,000 | +2.1% | 193,903 | +4.2% | 0.35% | +12.2% |
| Q2 2022 | $8,989,000 | +10.5% | 186,117 | +12.0% | 0.31% | +27.9% |
| Q1 2022 | $8,134,000 | -54.4% | 166,164 | -53.5% | 0.24% | -50.9% |
| Q4 2021 | $17,847,000 | +104.1% | 357,008 | +106.5% | 0.50% | +89.0% |
| Q3 2021 | $8,743,000 | +0.2% | 172,853 | +0.8% | 0.26% | +1.2% |
| Q2 2021 | $8,725,000 | +27.5% | 171,410 | +27.9% | 0.26% | +18.7% |
| Q1 2021 | $6,845,000 | +3.9% | 134,053 | +4.8% | 0.22% | -2.2% |
| Q4 2020 | $6,586,000 | +15.8% | 127,949 | +16.3% | 0.22% | -0.4% |
| Q3 2020 | $5,685,000 | +407.6% | 109,995 | +407.6% | 0.22% | +359.2% |
| Q2 2020 | $1,120,000 | -5.9% | 21,669 | -7.1% | 0.05% | -31.0% |
| Q1 2020 | $1,190,000 | +13.7% | 23,328 | +15.4% | 0.07% | +61.4% |
| Q4 2019 | $1,047,000 | +30.4% | 20,209 | +30.9% | 0.04% | +12.8% |
| Q3 2019 | $803,000 | +9.8% | 15,436 | +9.2% | 0.04% | +2.6% |
| Q2 2019 | $731,000 | +41.1% | 14,136 | +40.1% | 0.04% | +31.0% |
| Q1 2019 | $518,000 | +16.1% | 10,093 | +15.5% | 0.03% | -9.4% |
| Q4 2018 | $446,000 | -1.5% | 8,740 | -1.7% | 0.03% | +18.5% |
| Q3 2018 | $453,000 | +9.2% | 8,891 | +9.7% | 0.03% | -3.6% |
| Q2 2018 | $415,000 | – | 8,107 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 684,471 | $33,505,000 | 22.44% |
| Stockman Wealth Management, Inc. | 1,165,355 | $57,044,000 | 11.84% |
| TL Private Wealth | 376,304 | $18,379,000 | 9.72% |
| PFS Partners, LLC | 221,203 | $10,827,890 | 9.36% |
| WealthTrust Asset Management, LLC | 208,198 | $10,191,000 | 7.26% |
| Weitzel Financial Services, Inc. | 224,098 | $10,969,597,000 | 7.01% |
| REUTER JAMES WEALTH MANAGEMENT, LLC | 343,855 | $16,832,000 | 6.69% |
| Petix & Botte Co | 414,156 | $20,273,000 | 6.25% |
| WEST MICHIGAN ADVISORS, LLC | 417 | $8,528,000 | 5.76% |
| GW HENSSLER & ASSOCIATES LTD | 1,759,182 | $86,112,000 | 5.23% |